David Rosenberg Explains Why Inflation & Interest Rates Will Go Lower
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- Опубліковано 9 лют 2025
- Part 2 of 2
Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead.
WEALTHTRACK episode 2132 originally broadcast on February 07,2025
Natalie Kayla Kimberly said as inflation slows, interest rates may follow suit, offering relief to borrowers and potentially stimulating economic activity.
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@@IsabellaMartin-z7e She takes the time to understand her clients' long-term objectives, whether it's saving for retirement, funding a child's education, or growing wealth for future generations.
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@@SamuelMitchell-o5g She goes by Natalie Kayla Kimberly I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
This guy has literally been wrong about everything for the past 5 years. He screamed There is no inflation! as prices rose over 20%.
There are those who know they don't know, and those who don't know they don't know
Yup. And they just keep recycling him
I have to agree here. He's missing the notion that even a small tariff raise has an exponential effect as goods criss-cross the border as part of the modern manufacturing process.
He is a Journalist creating storys... As long he is afraid , Markets will rise !
Why do you recycle this guy who has been mega bearish over the last 10+ years and would have destroyed your ability to create wealth in a colossal way??
My mentor would always say, “being correct too early is still wrong”. The speaker needs to discuss potential strained treasury auctions - that is where the water will boil.
This
Why is he back again? His advice has done nothing but loose you money over the last 10 years!
謝謝！
The FED knows. They aren't committed to attacking inflation. They are going to continue to inflate, stocks and commodities will continue to go up with everything else. You can't just sit on cash waiting for a crash, get your money working for you, start buying in slowly and then gradually increase the pace of buying as the prices continue to drop.
It's a fact that recessions are a natural occurrence in the economic cycle, and the best approach is to ensure you're ready for them and have a proper plan in place. As someone who entered the workforce during a recession (2009), I experienced the direct effects of inflation and discovered the importance of generating increased passive income to counter it.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this teacher?
Finding financial advisors like Annette Christine Conte who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
I appreciate you sharing this. When I looked up the woman you named and read through her credentials, it was obvious that she was a complete professional. I just need her to respond to the message I wrote her.
Just came back from Costco...... I am shocked! No eggs, ribeye up 20% and avocadoes up 30%. It's a problem. Who cares about rate of change. It changed.
Rosenberg should admit he’s wrong and has been wrong for the past four years. You lose all credibility when you don’t admit you were wrong and move on.
Ok then. Inflation rate is under control. PRICES are still WAY TOO HIGH! Standard of living is crashing.
lowering the rate of inflation doesn't mean you lower prices, you just make them going higher slower. What is accrued is there to stay because prices always go up. This is of course the general rule then the process is not linear, but probably you can understand that
check your eggs! LOL!
I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some inves-tors still make that despite the strong bear market. In wish I could pull that feat
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
Food. Immigrants are being pushed out, elevating costs. Seniors are on fixed income. SS is running out of money. Where are we going?
The only certainty is that nobody knows the future. If you ask 5 economists you will get 10 different opinions. I think Buffett said it best that market forecasters make fortune tellers look good and any company that has an economist on staff has one too many.
Somebody’s paying this guy, for sure.
The perma bear is now a bull? I think Rosie is the new Cramer lol.
David makes a lot of sense!
Thank you for your videos mate.... With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a nest egg of around 130k to a decent 732k in the space of a few months... I'm especially grateful to Milton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...
He mostly interacts on Telegrams, using the user-name,
@MiltonHarper
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional, risk management strategies are truly effective
I was big on gold and silver but a few months ago I discovered crypto. Listening to lots of stuff from Milton has been really helpful in my journey.
He's really good in studying the market and making a strategy and i am learning so much from him already.
He definitely got conviction in his beliefs
Tariff bashers say it will only bring in $80 billion and will punish the consumer. $80 billion/330 million consumers = $242 per person - A 12 cent per hour raise covers that!
The expansion of the money supply will ultimately determine inflation growth. Zero interest rates will be good for government but not bond owners, but if government deficit spends significantly more new money needs to be created. Add to this private banks creating new credit in the act of lending will fuel inflation. I agree slowing or decreasing productivity will help keep inflation down but it won't stop it or hold it under 2%. Depends how much new money is created and how much bad debt is purchased by the FED.
Lowering rates will be great for LT bond funds like TLT.
18 months, this inflation has been here for four years and isn’t slowing down. Your credibility is wrecked go back and listen to podcast from him four years ago everything he said was wrong.
interesting point of view, it makes sense as 70% of the economy is services, AI will reduce labour costs and will therefore be deflationary
Nice comment about "Powell the Pivoter" and it seems pretty true, to me anyway. But I find Mr. Rosenberg's prediction that the Fed's future moves will be resuming a downward trend of rates to be inconsistent with a pivoting Fed Chairman. Powell has been saying for at least the past couple of years that they will watch the data and react to the data after it comes in.
*A, anyone with a brain can see we are at 50% inflation and if the fed doesn't raise rates to 25% we will plunge into hyperinflation!*
Best cure for high prices is high prices... Unless wages keep up. Mmmmm
He will raise tariffs every year... 10% actually. with an extra 15% on the punished.
Dude, if prices don't go back down, inflation is absolutely problem. People understand the rate of change has slowed, but that isn't the point. Is it that hard to understand?
David is the Mr Magoo of famous economists. He lacks a basic understanding of the fundamentals of how the economy works. He is wrong 90% of the time, and is a perma-bear and perma-deflationist. He 100% of the time predicts lower bond prices, approaching economic weakness, coming deflation, and is a bond perma-bull. He is laughed at and scoffed at behind his back, he is a laughing stock among economists. The mystery is why is he so popular. I think he scores high in terms of style points, and fools lots of people into thinking he is smart. He has strong social sequencing skills, but is a bozo in terms of understanding economic concepts. Listening to this guy will be harmful to your financial health.
Thank you¡¡
Great show. Tons of insightful independent analysis.
I'm betting on stagflation.
Most are betting on higher inflation in America.
Will tariffs that the U.S. imposes on other countries really lead to a stronger U.S. dollar? Please explain how.
No way inflation will go there
I understand what David is saying, but the prices on the ground do not agree with his thesis. Prices are higher in 2025 than 2024. Look at insurance, veggies, golf balls, etc.
In your dreams the prices of everything will go down! Inflation high or low, prices of everyday stuffs are at all time high every day.
My biggest concern, given the current inflation rate, is how to grow my $300k reserve, which has been sitting stagnant for a long time with minimal gains. I understand the long-term strategy, but with inflation eroding my savings and my portfolio losing value daily, I need to find a solution quickly.
Consider working with financial advisors, estate planners, or tax experts. Their specialized knowledge can guide you through complex financial decisions and help you make informed choices.
My advice to everyone is this: if you want to grow big this year especially in your finances. Be willing to make investments. Saving is great but investing puts you on a pedestal where you wouldn’t have to worry about savings as you do now. Thanks to my FA, my portfolio is doing really great and I’m proud of the decisions i made last year.
I've been getting suggestions to use a market expert too, but where and how to find one has been challenging, Can i reach out to the one you use?
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing
This is useful information; I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
Stock inflation is still inflation. If wages go down and sticks go up, the average person loses purchasing power to an even greater degree
Always the end recommendations.
Anywhere documented that 2007 has been a recession?
Wrong, you don't punch a bully but you respond by suring the bully never bullies again.
I don’t know what’s this guy talking there is no inflation! Prices of everything have gone up significantly, I don’t think he shops at the grocery store.
9:26 a bully in a school ? Just name it :-)
I agree
Is he really sure or just guessing??
So the tariffs is a zero sum game because the currency devaluation ! ? And the strengthing of US dollar
Hey Consuelo 👋, I want to see 👀 how many of David's predictions 🤔 will come to fruition in 2025! We'll just have to wait ✋️ 😔 and see 👀 🙄!😅😊
Well-reasoned if a bit curmudgeonly. He's none too keen on labor, pays attention to exchange rates, and sees little downside to AI (a point I'd dispute). Would love to know the basis for his recommendations. Does he sit and crunch data all week with ever more complex econometric models? Or is it all political economy back and forth with other elites in his profession? Never miss his interviews!
Ggl knows how to censor but can't get rid of all the spam in the comments? What a joke
I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated...
As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.
Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.
how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?
Crazy Early! I love it. David, you're amazing. Thank you for a great interview
yaaaa boi.
Paul Walker did the wrong thing ! Buybuy Buy more stocks ! Dont let Inflation fool you ! 🏋♀🚀
Stocks crashed during the inflationary 1970's when the markets were at fair market value instead of 10 times fair market value today.
wow. super helpful. bring this guy back
🙏👍👍🙏
Roseies investors mad now...a tually very mad burning up phone ..
BS
💎Trading is a global 🌎 poker & chess game that is executed thru a long/short auction system (order flow thru bid/ask). Dynamic profession💎.